Retirement Planning Group (Kansas)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$610K	Sell	7,531 -482	-6%	-$36.3K	0.02%	288
2026 Q1	$547K	Buy	8,013 +138	+2%	+$9.82K	0.02%	284
2025 Q4	$547K	Sell	7,875 -247	-3%	-$16.8K	0.02%	259
2025 Q3	$546K	Buy	+8,122	New	+$527K	0.02%	254

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retirement Planning Group (Kansas)'s RDVY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6% in Q2 2026, selling an estimated $36.3K and leaving 7,531 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #288.

Retirement Planning Group (Kansas) first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Retirement Planning Group (Kansas) held 7,531 shares of First Trust Rising Dividend Achievers ETF worth $610K as of Q2 2026.
Retirement Planning Group (Kansas) sold 482 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $36.3K.
First Trust Rising Dividend Achievers ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #288 holding.
Retirement Planning Group (Kansas) first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.